3,008 hedge funds and large institutions have $338B invested in Visa in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,437 increasing their positions, 1,103 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,008
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
52.97%
Holding in Top 10
444
Holding in Top 10 Change
-112
Holding in Top 10 Change %
-20.14%
% of All Funds
7.82%
New
161
Increased
1,437
Reduced
1,103
Closed
126
Calls
$6.88B
Puts
$4.7B
Net Calls
+$2.18B
Net Calls Change
+$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
2101
Forvis Mazars Wealth Advisors
Missouri
$957K -$1.54M -7,264 -62%
DWM
2102
Dorchester Wealth Management
Quebec, Canada
$956K +$65.2K +308 +7%
CM
2103
Capula Management
Cayman Islands
$956K +$956K +4,515 New
WI
2104
Wedgewood Investors
Pennsylvania
$955K +$12.7K +60 +1%
KAS
2105
Kemnay Advisory Services
New York
$953K -$1.17M -5,547 -55%
LAM
2106
LifePro Asset Management
California
$953K -$128K -605 -12%
FHC
2107
First Horizon Corporation
Tennessee
$953K -$38.3K -181 -4%
Simplex Trading
2108
Simplex Trading
Illinois
$952K -$3.31M -15,668 -78%
AIL
2109
AGF Investments LLC
Ontario, Canada
$946K -$439K -2,071 -32%
TA
2110
Tectonic Advisors
Texas
$943K -$137K -646 -13%
STB
2111
S&T Bank
Pennsylvania
$943K +$635 +3 +0.1%
CAM
2112
Cozad Asset Management
Illinois
$943K +$65.2K +308 +7%
BA
2113
Bluesphere Advisors
Pennsylvania
$940K +$57.2K +270 +6%
CHAM
2114
Clear Harbor Asset Management
Connecticut
$939K +$25.4K +120 +3%
CIA
2115
Choate Investment Advisors
Massachusetts
$938K +$43K +203 +5%
CFO
2116
Collective Family Office
Pennsylvania
$938K +$47K +222 +5%
MCWS
2117
McKinley Carter Wealth Services
West Virginia
$937K +$17.1K +81 +2%
FB
2118
First Bancorp
Maine
$937K +$937K +4,426 New
LC
2119
Lindbrook Capital
California
$936K +$31.6K +149 +3%
CAC
2120
Certified Advisory Corp
Florida
$933K +$933K +4,405 New
IA
2121
Insight Advisors
Pennsylvania
$932K -$165K -708 -15%
WCA
2122
Westover Capital Advisors
Delaware
$931K -$131K -617 -12%
NP
2123
Ninepoint Partners
Ontario, Canada
$931K +$486K +2,296 +109%
WCWM
2124
Willow Creek Wealth Management
California
$928K +$6.36K +30 +0.7%
RHAM
2125
Round Hill Asset Management
California
$926K -$23.3K -110 -2%